Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares 5 10 Yea (IGIB)
This table provides information about the institutional ownership of Ishares Trust Ishares 5 10 Yea (IGIB) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES 5-10 YEA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-415- 5.17% |
$21.3K - $22.3K
|
7.62K
$394K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-421- 0.47% |
$21.6K - $22.6K
|
89.2K
$4.62M
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-508- 1.73% |
$26.1K - $27.3K
|
28.8K
$1.49M
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-537- 3.6% |
$27.6K - $28.9K
|
14.4K
$744K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-552- 8.47% |
$28.3K - $29.7K
|
5.96K
$309K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-593- 28.68% |
$30.4K - $31.9K
|
1.48K
$76.4K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-677- 2.87% |
$34.8K - $36.4K
|
22.9K
$1.19M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-801- 7.51% |
$41.1K - $43K
|
9.86K
$511K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-802- 1.46% |
$41.2K - $43.1K
|
54.3K
$2.81M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-820- 6.26% |
$42.1K - $44.1K
|
12.3K
$636K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-828- 4.82% |
$42.5K - $44.5K
|
16.3K
$846K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-861- 16.77% |
$44.2K - $46.3K
|
4.27K
$221K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-885- 15.34% |
$45.4K - $47.6K
|
4.88K
$253K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-911- 15.65% |
$46.8K - $49K
|
4.91K
$254K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-966- 10.16% |
$49.6K - $51.9K
|
8.55K
$442K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1K- 26.2% |
$51.3K - $53.7K
|
2.82K
$146K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.04K- 8.42% |
$53.6K - $56.1K
|
11.4K
$588K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.11K- 6.02% |
$56.7K - $59.4K
|
17.3K
$894K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.13K- 19.52% |
$57.8K - $60.5K
|
4.64K
$240K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.25K- 7.09% |
$64.1K - $67.1K
|
16.4K
$846K
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.26K- 23.72% |
$64.5K - $67.6K
|
4.04K
$209K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.3K- 3.03% |
$66.5K - $69.6K
|
41.4K
$2.14M
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.32K- 2.78% |
$67.8K - $70.9K
|
46.1K
$2.39M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.41K- 2.22% |
$72.6K - $76K
|
62.3K
$3.22M
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.59K- 1.11% |
$81.7K - $85.5K
|
142K
$7.37M
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.63K- 26.15% |
$83.5K - $87.4K
|
4.59K
$238K
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.87K- 27.11% |
$95.8K - $100K
|
5.02K
$260K
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.87K- 0.1% |
$96.1K - $101K
|
1.8M
$93.2M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.15K- 18.57% |
$110K - $115K
|
9.42K
$488K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.18K- 99.91% |
$112K - $117K
|
2
$104
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.39K- 16.01% |
$123K - $128K
|
12.5K
$650K
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.89K- 1.02% |
$148K - $155K
|
281K
$14.6M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.99K- 11.36% |
$153K - $161K
|
23.3K
$1.21M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.99K- 19.69% |
$153K - $161K
|
12.2K
$631K
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-3.23K- 3.9% |
$166K - $174K
|
79.6K
$4.12M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.43K- 12.6% |
$176K - $184K
|
23.8K
$1.23M
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.04K- 1.56% |
$207K - $217K
|
255K
$13.2M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.17K- 0.94% |
$214K - $224K
|
441K
$22.8M
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.21K- 27.96% |
$216K - $226K
|
10.9K
$562K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.6K- 69.16% |
$236K - $247K
|
2.05K
$106K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.84K- 49.66% |
$248K - $260K
|
4.91K
$254K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.82K- 32.78% |
$299K - $313K
|
11.9K
$618K
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.07K- 25.57% |
$414K - $434K
|
23.5K
$1.22M
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-9.24K- 13.44% |
$474K - $497K
|
59.5K
$3.08M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.69K- 10.99% |
$497K - $521K
|
78.5K
$4.06M
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-10.2K- 9.37% |
$522K - $547K
|
98.3K
$5.09M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-11K- 6.87% |
$567K - $593K
|
150K
$7.74M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11K- 57.03% |
$567K - $593K
|
8.32K
$431K
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-12K- 17.39% |
$616K - $645K
|
57K
$2.95M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-13.4K- 6.8% |
$687K - $720K
|
183K
$9.5M
|